Catherine R. Smith, Financial Planner, LLC
Catherine R. Smith, Financial Planner, LLC (CRD# 139909) is a financial advisory firm headquartered in Anchorage, AK. They manage $25,821,847 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Catherine R. Smith, Financial Planner, LLC
By the Numbers
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Total Assets Under Management26MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$573,819
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK
Financial Advisors at Catherine R. Smith, Financial Planner, LLC
1
Catherine Smith (CRD# 5231538) is an Investment Advisor Representative working at Catherine R. Smith, Financial Planner, LLC in Anchorage, AK and has 1 year of experience in the finance industry.
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